FAM
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Family Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Family Asset Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$48.3K Sell
1,654
-355
-18% -$9.61K 0.03% 141
2024
Q2 		$53.4K Sell
2,009
-190
-9% -$4.95K 0.03% 138
2024
Q1 		$55.5K Sell
2,199
-719
-25% -$17.7K 0.03% 126
2023
Q4 		$72.3K Sell
2,918
-686
-19% -$16.5K 0.05% 121
2023
Q3 		$86.3K Sell
3,604
-1,469
-29% -$36.4K 0.06% 116
2023
Q2 		$125K Sell
5,073
-260
-5% -$6.35K 0.08% 117
2023
Q1 		$131K Sell
5,333
-1,673
-24% -$41.5K 0.1% 112
2022
Q4 		$166K Buy
+7,006
New +$163K 0.14% 96

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Family Asset Management's SCHE Position: Q3 2024 in Review

Family Asset Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 18% in Q3 2024, selling an estimated $9.61K and leaving 1,654 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #141.

Family Asset Management first reported a position in SCHE in Q4 2022 and has held it in 8 quarters since. The position peaked at $166K in Q4 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Family Asset Management held 1,654 shares of Schwab Emerging Markets Equity ETF worth $48.3K as of Q3 2024.
  • Family Asset Management sold 355 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $9.61K.
  • Schwab Emerging Markets Equity ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #141 holding.
  • Family Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's Schwab Emerging Markets Equity ETF position peaked at $166K in Q4 2022.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.